Schedule an Introductory Call

Prior to setting up our complimentary initial conversation, I ask that you complete the questions below. They help you identify goals and help me better understand your financial situation to determine if I am a good fit for you. Once I receive your responses and your request is accepted, I will reach out with scheduling options!

Note: This is a secure form. Info is not publicly available. I do not ask for personal information such as date of birth, account details, etc.

  • (Tell me what you do for a living, or if you are retired/semi-retired)
  • Financial Foundation

  • This field is for validation purposes and should be left unchanged.

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